The Climate Transition: High Noon for Investors
"We only have 7 years left until global warming reaches 1.5°C." This is the sober, albeit abridged, conclusion of the scientific studies of the Intergovernmental Panel on Climate Change (IPCC). There is a direct link between the greenhouse gases emitted by humans and the rise in temperature compared to the pre-industrial era. If emissions rise, the temperature rises as well. If humankind wants to limit the temperature increase to 1.5°C, the IPCC estimates that we will only be able to emit a total of 300 gigatonnes (Gt) of CO2e. This is the so-called carbon budget we have left. It implies that CO2 emissions must be radically reduced. The less we emit today, the longer the budget will last in the future. But by 2050, humanity should aim for net-zero carbon emissions, which means that by then the same amount of carbon should be absorbed as emitted - a very ambitious plan!
This Issue's Highlights
- Editorial: The Climate Transition: high noon for investors! Jan Amrit Poser discusses what the Paris Agreement implies for investors
- Three avenues of reflecting climate change in portfolios: Florian Esterer provides a framework on how to integrate climate aspects into investments
- Assessing corporate alignment with the Paris: Robin Rouger explains the process of how to assign a temperature path to each company
- "Green Revenues" are opportunities for investors: Nico Frey on how investors can reap the benefits of the climate transition
- Recent Company Reviews: Identifying Green Champions and Climate Pledgers: The latest ratings from Sustainable Investment Research about Paris-aligned companies
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